See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,216 | $77,419-5.4% | $69,455+5.4% | $152,861-52.1% |
| Participation rate | 78.9% | 78.1%+0.8pp | 74.6%+4.3pp | 82.4%-3.5pp |
| Annual return | 16.58% | 39.06%-22.5pp | 28.97%-12.4pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,158 | $3,315+25.4% | $2,779+49.6% | $4,762-12.7% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,566 | $6,207-10.3% | $3,839+45.0% | $11,596-52.0% |